Introducing the Swiss Stewardship Code
AMAS and SSF are developing a Swiss Stewardship Code to create a level playing field between asset managers, asset owners and service providers. It defines best practices and creates the basis for more activity and better comparability of stewardship activities. The Code would be launched in this BB’s session.
Matthias NarrHead Engagement International - Ethos Fund
Ulla EnneHead Responsible Investing & Investment Operations - Nest Sammelstiftung
After earning her international relations degree at the Institute of International and Development Studies in Geneva, Ulla spent six years in Private Banking. Concurrently, she pursued a MAS in Finance at the University of Zurich, with a focus on Socially Responsible Investments and microfinance. After completing her master's, she honed her SRI expertise during a yearlong assistantship at the Center for Microfinance, Department of Banking and Finance at the University of Zurich. Since 2014, she has been with Nest, initially as an SRI specialist in the investment team and, since 2018, as the Head of Responsible Investing & Investment Operations.
Matteo PasseroInvestment Stewardship Analyst - UBS
Matteo is an Investment Stewardship Analyst at UBS Asset Management, covering continental European markets, with a focus on Switzerland. He joined UBS in 2020 after three years at ISS, the leading proxy advisor. His main focus at UBS is ESG engagement and proxy voting, in close collaboration with investment teams.
Aurélia FähSenior Sustainability Expert - Asset Management Association Switzerland (AMAS)
Aurélia Fäh is an investment professional with over 10 years of experience in sustainable finance. She currently is responsible for sustainable finance topics at AMAS. Aurelia started her career at the IFC where she executed debt and equity transactions in banks, fintechs, and insurance companies across Sub-Saharan Africa and Latin America, successively based in Johannesburg, Abidjan, Dakar and Washington DC. After 7 years working abroad, she developed a Swiss-based start-up providing credit to SMEs in emerging countries. Aurelia holds a Master in Finance and a Master in International Affairs from the University of St. Gallen and from Sciences Po Paris.
Sabine DöbeliCEO - Swiss Sustainable Finance (SSF)
Sabine Döbeli has worked in the field of sustainable finance for over 25 years in different roles. After establishing Swiss Sustainable Finance (SSF), she took over the role as CEO of SSF in 2014. Previously, she was Head of Corporate Sustainability Management at Vontobel where she was responsible for coordinating sustainability topics at group level and for preparing sustainable investment services. At Zürcher Kantonalbank she built up the sustainability research unit within the financial analysis department and was involved in the launch of various sustainable investment products.
Adrian SchatzmannCEO - Asset Management Association Switzerland (AMAS)
Adrian Schatzmann is the CEO of Asset Management Association Switzerland since January 2021. Additionally, he founded in 2016 Clear Minds Investment AG, a financial advisor company, and assumes today the role of Managing Partner. He also sits since 2016 on the Board of Directors as Managing Director at Straub-Egloff Immobilien AG. From 2017 to 2020, Adrian assumed two other roles, one at DIventures Management GmbH as Member of the Investment Committee and the other at SwissBanking as Strategic Advisor. Prior to this, Adrian spent 6 years at SBC Brinson and 15 years within UBS Wealth Management.
Katja BrunnerDirector Legal & Regulatory Projects - Swiss Sustainable Finance
Katja Brunner is Director Legal & Regulatory at Swiss Sustainable Finance (SSF) and is responsible for legal aspects and regulatory projects related to sustainable finance. Prior to joining SSF, Katja spent almost 20 years in leading many projects in the area of financial market regulation at the State Secretariat for Economic Affairs, the Federal Department of Finance, FINMA, in the banking and consulting industries. Katja graduated in law from the Universities of Lausanne and Geneva. She is an attorney and was admitted to the Geneva State Bar. From the University of Zurich, she obtained an LL.M. in International Business Law.
Daniela StoffelState Secretary for International Finance - Federal Department of Finance
Daniela Stoffel took up her role as State Secretary for International Finance at the Federal Department of Finance (FDF) in March 2019. Ms. Stoffel entered the diplomatic service of the Federal Department of Foreign Affairs (FDFA) in 1998 where she held several roles including Head of Public Relations and Culture at the Swiss Embassy in Washington D.C., Head of Economic and Financial Affairs, and Deputy Head of Mission at the Swiss Embassy in Berlin. In 2015, she assumed a staff function in the General Secretariat of the OECD in Paris. From 2015, Ms. Stoffel was on detachment to SIF with the title of Ambassador, latterly as Head of Political Staff. From 2016, she was also the Diplomatic Advisor to the Head of the Federal Department of Finance (FDF). In these functions, she was involved in safeguarding and dealing with current financial policy issues and challenges and in the corresponding international negotiations and contacts. Ms. Stoffel graduated from the University of Zurich with a degree in Philosophy, Economics and German Linguistics.